Impact Insights
The Backdoor Roth IRA – Is it for me? Is it legal?
It is the speakeasy of the retirement funding landscape. Few people know about this ...
The Yin & Yang of Covid & The Economy
At age 59, I finally consider myself a pretty balanced person. But this hasn’t ...
3 Reasons Why You Should Update Your Beneficiaries Today
If you do one thing by the end of the year, do this. ...
A Little Bond History Goes a Long Way – Inflation and Interest Rates
Will 2022 mark the end of the bond market’s 40-year run?
As always, we ...
Work-Life Balance Is Finally Taking Hold – The Importance of Defining What You Value and Finding Your Voice
Back in the 1980s and 90s, I was an ambitious, driven woman. By then, the women’s ...
Women & Money – Why It Matters & What You Can Do
My mom taught me about the power of a women’s network.
Mom stayed at home ...
A Smattering of Medicare Tripwires, and Some Alphabet Soup
DO YOU THINK MEDICARE IS EASY TO UNDERSTAND? THINK AGAIN.
-Kendalle Stock, ...
To Everything There is a Season – Even the Market
Market seasonality refers to particular time frames when ...
5 Things to Know about Virginia529’s new Tuition Track Portfolio
Saving and investing for college has a new option for Virginia residents. It’s ...
From Jitters to Joy: Why you Should Rewrite your Money Scripts
Do you ever feel like there’s a voice inside your head that is repeating a fear or ...
Getting a Grasp on Bonds – and What It Means To Your Investments
If you think the stock market is complex, wait until you learn about the bond ...
Women & Money: 5 Strategies for Building your Money Mindset Muscle
Women want to make a positive impact on our communities. Many of us are solid ...
